Initial Client and Client Portal
AnsweredIs there a way to have clients book initial phone consultations online without granting them access to the client portal when I accept their appointment?
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Hi Shaina - If you don't accept or deny the client's appointment, then it will still appear in your Calendar without having to grant them access to your Client Portal.
In their client file, you can see that Client Portal access isn't granted for a new client you haven't accepted an appointment request for:
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